Sargent Bickham Lagudis’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$88.8K Buy
2022
Q3
$77K Buy
2022
Q2
$83K Buy
2022
Q1
$92K Hold
2021
Q4
$94K Hold
2021
Q3
$87K Hold
2021
Q2
$90K Hold
2021
Q1
$88K Hold
2020
Q4
$78K Buy
2016
Q2
Sell
2016
Q1
$4K Buy